Blog Posts

  • Monkey business

    Monkey business

    Assets produce cash. Liabilities consume cash. This simple way can be used to avoid bad investment decisions.

  • The emperor’s new clothes

    The emperor’s new clothes

    An imaginary conversation with Mr. Kumar Mangalam Birla on the future prospects of Vodafone Ide

  • Show me the incentives and I will show you the outcome

    We human beings we are self centered. Our own interests come first; this is just how we are. We respond to incentives especially if they appeal to our self interest. And if the incentives don’t appeal, there would be unintended consequences. That is why Charlie Munger said: Show me the incentives and I will show…

  • Capital allocation @ Infosys

    Capital allocation at Infosys from 2011 to 2018 and returns to Shareholders as a result of it.

  • When Chandra met Warren

    An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.